Shepherd Kaplan Krochuk’s Lendway LDWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,222
| Closed | -$44K | – | 178 |
|
|
2018
Q4 | $44K | Sell |
4,222
-1,503
| -26% | -$15.7K | 0.03% | 168 |
|
|
2018
Q3 | $69K | Sell |
5,725
-2,064
| -26% | -$24.9K | 0.04% | 210 |
|
|
2018
Q2 | $89K | Sell |
7,789
-12,524
| -62% | -$143K | 0.05% | 197 |
|
|
2018
Q1 | $225K | Buy |
20,313
+9,057
| +80% | +$100K | 0.14% | 168 |
|
|
2017
Q4 | $94K | Sell |
11,256
-6,478
| -37% | -$54.1K | 0.06% | 207 |
|
|
2017
Q3 | $135K | Buy |
17,734
+8,414
| +90% | +$64.1K | 0.11% | 164 |
|
|
2017
Q2 | $67K | Sell |
9,320
-3,000
| -24% | -$21.6K | 0.04% | 207 |
|
|
2017
Q1 | $128K | Sell |
12,320
-864
| -7% | -$8.98K | 0.07% | 191 |
|
|
2016
Q4 | $225K | Buy |
13,184
+1,341
| +11% | +$22.9K | 0.06% | 156 |
|
|
2016
Q3 | $197K | Buy |
11,843
+1,510
| +15% | +$25.1K | 0.04% | 237 |
|
|
2016
Q2 | $158K | Buy |
10,333
+3,046
| +42% | +$46.6K | 0.04% | 251 |
|
|
2016
Q1 | $145K | Buy |
7,287
+2,879
| +65% | +$57.3K | 0.05% | 219 |
|
|
2015
Q4 | $89K | Buy |
4,408
+1,851
| +72% | +$37.4K | 0.02% | 331 |
|
|
2015
Q3 | $45K | Buy |
+2,557
| New | +$45K | 0.01% | 344 |
|
|
2014
Q2 | – | Sell |
-6,548
| Closed | -$138K | – | 565 |
|
|
2014
Q1 | $138K | Sell |
6,548
-2,064
| -24% | -$43.5K | 0.02% | 470 |
|
|
2013
Q4 | $165K | Buy |
8,612
+1,428
| +20% | +$27.4K | 0.02% | 452 |
|
|
2013
Q3 | $134K | Buy |
7,184
+1,499
| +26% | +$28K | 0.02% | 450 |
|
|
2013
Q2 | $87K | Buy |
+5,685
| New | +$87K | 0.02% | 496 |
|